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Independent Financial Group’s OptimizeRx OPRX Stock Holding History

Independent Financial Group’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,500
Closed -$202K – 1501
2025
Q4 		$202K Buy
+16,500
New +$270K ﹤0.01% 1345
2021
Q4 		– Sell
-3,182
Closed -$272K – 819
2021
Q3 		$272K Buy
+3,182
New +$200K 0.03% 558

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Financial Group's OPRX Position: Q1 2026 in Review

Independent Financial Group sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 16,500 shares — an estimated $202K sold.

Independent Financial Group first reported a position in OPRX in Q3 2021 and held it in 2 quarters. The position peaked at $272K in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Independent Financial Group reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 16,500 OptimizeRx shares in Q1 2026, an estimated $202K.
  • Independent Financial Group first reported a position in OptimizeRx in Q3 2021 and held it in 2 quarters.
  • Independent Financial Group's OptimizeRx position peaked at $272K in Q3 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.